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I live in a small town just east of Seattle, have a daughter in college and 3 boys at home, and I just celebrated my 20th wedding anniversary

My background

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Improving Collaboration for 16+ YearsMission: To enable enterprises to simplify, optimize, and secure their collaborative platformsDelivered award-winning administration and migration software since 1994Over 2,000 global customersDramatically improve the management of SharePointInnovative products that improve security, scalability, reliability, “deployability”Making IT more effective and efficient and lower the total cost of ownershipFocus on solving specific SharePoint problems (Administration & Migration)Coach enterprises on SharePoint best practicesGive administrators the most innovative tools availableAnticipate customers’ needsDeliver best of breed offeringsStay in lock step with SharePoint development and market trendsAxceler overview

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“Metadata provides context for data. Metadata is used to facilitate the understanding, characteristics, and management usage of data. The metadata required for effective data management varies with the type of data and context of use.”~Wikipedia.org

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The role of metadataMetadata is the lifeblood of SharePointTaxonomy and metadata drive the tools and processes that make the world go roundMetadata powers search, it powers social media, and it powers SharePoint

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The islands of information have been moved to SharePoint. And?You can’t find anythingYou can’t tell who owns what You can’t tell what’s new, what’s old, or what has changedIt’s all disconnectedWhy SharePoint Needs METADATA STRATEGY

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In Biology, taxonomyis the science dealing with the description, identification, naming, andclassificationof organisms. “however, the term is now applied in a wider, more general sense and now may refer to a classification of things, as well as to the principles underlying such a classification.”~Wikipedia.org

CENTRALIZEDDECENTRALIZEDSite architecture is centrally controlledMetadata is always applied to contentSite Columns and Content Types are created at site collection rootLists get “bundles” of columnsPROSImproves consistencyReduces metadata duplication Easy to updateEasy to support and train onAllows document-level DIP, Workflow, Information Policies, and document templatesCONSRequires planningRequires upfront workHard to manage across site collections and portalsSite architecture is ad-hocMetadata may not be applied to contentColumns are created on listsColumns are combined in an ad-hoc basis on each listPROSRequires no planningRequires little upfront effortWorks across site collections and portalsCONSDecreases consistencyIncreases metadata duplicationHard to updateHard to support and train onOnly allows list-level Workflow, Information Policies and document templatesDifficult to reverseManaging Metadata

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What is your broader strategy for tagging, metadata and taxonomy? Map out your high level taxonomy (web applications and site collections) and schemas (Content Types)Understand your current-state and future-state plans, and how they relate to your metadata

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THE ROLE OF SERVICESSharePoint 2010 offers many services OOTBSearchExcel ServicesBCSProject ServerWeb AnalyticsAccessPerformance PointVisioWordOffice Web AppsPeopleThese centrally managed services allow for greater control across the enterpriseHave your cake and eat it through centrally managed services

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What is Behind Managed Metadata It is a service application created by a Farm AdministratorIt is added to a farm’s default listYou can also create a content type hub, which is a URL to a site collection

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It’s basically a definition of an artifact that can be stored in a SharePoint site. For example:A project document, includingFile typeDate createdAuthorLast modifiedIt is part of a workflow, includingWho needs to approveDate of approvalIt includes information management policies thatCannot be edited once approvedContent Type

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Content types can be sharedCreate a content type hub, which is an blank site collection used to publish content typesPublish the content typesConsume themContent types become visible in subscriber’s content type galleriesSyndication

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Managing TermsService Application InstanceTerm GroupTerm SetTermCreate a term set and termsUse the managed metadataPick the terms

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Term Set = TaxonomyRelated termsManaged through governance policiesManaged Metadata ColumnCan be in a list, a library, or a content typeAssociated with a term setFound through Managed Metadata term setKeywords set = FolksonomyUser generated tagsAnyone can add themRequire ongoing governance

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Understand the current-state and future-state of your environment, any gaps, and how it relates to your metadata

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With Managed Metadata Service in 2010, it is critical that you set up a governance model to guide this process, or it will quickly get out of hand

Understand the term group propertiesGroup nameDescriptionContributorsGroup ManagersUnderstand the term store propertiesTerm store administratorsDefault and working languagesManaging Your Term Groups and Stores